Rakuten (4755 JP) - A Tricky Offering But Lots of Non-Fundamental Long Demand
Rakuten Group surprised the market with a big offer. The last one surprised too. Both were to pay down debt. Many will stay away. How many buy the...
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Rakuten (4755 JP): The Current Playbook
So far, Rakuten’s shares have mostly followed the pattern of previous large placements. Investors participating in previous large Japanese...
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Rakuten US$2.4bn Placement - Recent Updates and Comparison to past Deals
Rakuten (4755 JP) aims to raise up to US$2.4bn (JPY323bn) via a global offering. In this note, we talk about the updates since our last note. and...
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ECM Asia Takeaways from Hong Kong Investor Meetings - Rakuten, Growatt, JD Industrial and Others
We spent the second half of last week meeting ECM focused clients in Hong Kong. In this note, we talk about some of the investor feedback for live...
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ECM Weekly (21st May 2023) - Alibaba, Cainiao, Baba Cloud, Nexus, DXN, Growatt, Rakuten, JD Ind
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
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